+290.7%
IGV vs FND
+54.9%
+235.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.2% |
| 7D | -5.4% | -5.1% | -0.3% | -4.1% |
| 30D | -2.6% | -22.5% | +19.9% | +3.9% |
| 3M | +10.5% | -5.0% | +15.5% | +10.9% |
| 6M | +18.2% | -21.5% | +39.7% | +23.7% |
| YTD | -4.2% | -23.0% | +18.8% | 0.0% |
| 1Y | -9.8% | -44.9% | +35.1% | +2.7% |
| 3Y | +39.1% | -50.0% | +89.1% | +54.9% |
| 5Y | +21.2% | -63.3% | +84.5% | +40.4% |
| All | +290.7% | +54.9% | +235.8% | +224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling